Real Estate · Follow-up, deadlines & reminders

Purchase agreement → transaction timeline

A signed purchase agreement arrives. Its dates are extracted, a term changed by the counter-offer goes to the coordinator, and one transaction timeline is built with reminders.

Workflow demonstration · fictional data
  1. 1Contract received
  2. 2Dates extracted
  3. Coordinator confirms
  4. 4Timeline built
Purchase agreement418 Corvenly Ln · p. 2

1. This agreement is accepted on October 2.

3. Inspection contingency: ten (10) days after acceptance.

3b. Appraisal contingency: seventeen (17) days after acceptance.

4. Buyer’s obligation is contingent on loan approval within twenty-one (21) days of acceptance.

Counter-offer #1: Loan contingency reduced to seventeen (17) days.

5. Close of escrow on or before November 3.

Fictional document for this demonstration.

Ready

A signed purchase agreement arrives. Its dates are extracted, a term changed by the counter-offer goes to the coordinator, and one transaction timeline is built with reminders.

Press Run the workflow to follow the document through each step. It will stop when a person needs to decide.

What this demonstrates

  • Dates calculated from contract language, each linked to its clause.
  • A counter-offer that changes a term, caught instead of copied.
  • One timeline and a set of reminders from a single confirmation.

Where a person stays in control

The coordinator decides which terms apply. Anything that reaches a client is reviewed first.

In a real workflow

In practice, a workflow like this starts when an executed contract is saved to a transaction folder, and writes to the calendars and transaction tools your team already uses.

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